Verify Investor, Inc.

Please be aware that VerifyInvestor.com is the exclusive service provider for this initiative. Using another provider for verification means the investors won’t have the ability to integrate within their system.?

Did you know certain finance professionals automatically qualify as Accredited Investors under Rule 506(c)? If you hold any of these licenses, you’re in: ? Series 7 (General Securities Rep) ? Series 82 (Private Securities Rep) ? Series 65 (Investment Advisor Rep) Just prove your license is active and in good standing—no need for income or net worth verification. This is the fastest way for finance pros to unlock exclusive investment opportunities. Know someone who qualifies? Tag them below! ??https://lnkd.in/gCXJTe6s

Net worth of $1M+ (excluding your primary residence) = Accredited Investor status. Assets that count: ?? Investment properties ?? Stocks, bonds, & brokerage accounts ?? Valuable assets like vehicles & collectibles You’ll also need to subtract liabilities and provide a credit report. This method is great for those who have built long-term wealth through investments rather than income. Which assets make up most of your portfolio?https://lnkd.in/gGdBVD4G

"If you’re earning a high income, you may already qualify as an Accredited Investor. The income requirement is: ?? $200K+ annually (for the past two years & expected this year) ?? $300K+ joint income (with a spouse or spousal equivalent) To verify, you’ll need tax returns, W-2s, 1099s, or official earnings statements. This method is ideal for professionals, executives, and entrepreneurs with a steady income stream. https://lnkd.in/gfcaMQVb Would your income qualify you for accredited status?"

Want to be verified as an Accredited Investor the easy way? One option is obtaining a letter from a licensed professional—like an attorney, CPA, SEC-registered investment advisor, or broker-dealer—certifying your accredited status. ? Must be dated within the last 90 days ? Requires specific SEC-compliant wording This method can save time by leveraging an expert’s verification rather than gathering financial documents yourself. Would you use this method, or do you prefer a different approach? Drop your thoughts below!?? https://lnkd.in/eGnYWFiv

As the number of accredited investors rises, so does the need for proper verification. Issuers must ensure compliance, and investors should confirm their status to access private deals. Third-party investor verification services help maintain trust and security in private markets. As regulations evolve, how will the process of accreditation adapt? https://lnkd.in/emZSUeNH

If the accredited investor definition had been adjusted for inflation, today’s thresholds would be over $3M in net worth and $600K in annual income. Instead, stagnant criteria have led to rapid growth in the investor pool. Should the SEC update its definition to reflect economic realities, or does broadening access to private markets outweigh the risks? https://lnkd.in/gRS77RqW

More accredited investors mean a larger pool for private capital, but also potential risks. The SEC's definition, largely unchanged since 1982, allows more middle-class investors into private markets, where risk is high and transparency is low. Does financial wealth alone prepare someone for these investments, or should additional safeguards be considered? https://lnkd.in/gzH28qjv

Accredited investors access private markets, but qualification isn’t just about wealth. Financial certifications now count too. Should expertise matter more than net worth for investor accreditation? https://lnkd.in/eKPWUXqG

Understanding Rule 506(b) vs. Rule 506(c) is key for SEC exemptions. Differences in solicitation and investor verification impact your strategy. Gain deeper insights to make informed decisions. https://lnkd.in/gbcwNJV